Resultados trimestrales

[ruindog]

• Foot Locker (FL) drops 11% in premarket trading after reporting diluted earnings-per-share down 27% and sales down 0.4% in the second quarter

• The Toro Company (TTC) reports third quarter sales growth of 27.9% (driven primarily by the acquisition of Charles Machine Works) while adjusted EPS increased 22.1%

• Ross Stores (ROST) reports Q2 sales up 6.0% while EPS increased 9.6%; comparable stores sales growth of 3% significantly beat consensus expectations

[ruindog]

• J.M. Smucker (SJM) misses revenue and earnings estimates as deflationary pricing in the coffee and peanut butter categories weight on results; shares fall 2.5% premarket

• The Bank of Nova Scotia (BNS) sees diluted earnings-per-share rise 6.8% and revenue increase 11.0% in Q3; beats both earnings and revenue estimates due to strength in the Canadian Banking segment

• BMO Financial Group (BMO) sees Q3 revenue increase by 4.5% and diluted earnings-per-share rise 0.8%

• Lancaster Colony (LANC) misses both earnings and revenue estimates as sales increase 5.0% and earnings-per-share increased by 1.7%

[ruindog]

• Johnson & Johnson (JNJ) beats earnings estimates as revenue increases 1.9% and adjusted diluted EPS rises 3.4% in the third quarter; raises adjusted EPS guidance to $8.62-$8.67 from $8.53-$8.63 previously

• UnitedHealth Group (UNH) posts 6.7% revenue growth and 13.8% growth in adjusted earnings-per-share in its third quarter earnings release; eraisses adjusted EPS guidance to $14.90-$15.00 from $14.70-$14.90 previously

• JP Morgan Chase (JPM) significantly beats earnings expectations thanks to strong consumer lending; book value rises 9%, net revenue increased 8%, and earnings-per-share rise 15%

• Goldman Sachs (GS) misses both earnings and revenue expectations; poor performance cause by revenue declines in multiple business units

[ruindog]

• Abbot Laboratories (ABT) reports 7.6% organic sales growth and 12.0% adjusted earnings-per-share growth in the third quarter

• United Airlines (UAL) reports 3.4% revenue growth and 31% growth in diluted earnings-per-share; raises adjusted EPS guidance to $11.25 to $12.25

• Wells Fargo (WFC) sees diluted earnings-per-share fall 19% in the third quarter; includes a $0.35 charge for a discrete litigation accrual and a $0.20 charge for the sale of its Institutional Retirement and Trust business

[ruindog]

• Philip Morris International (PM) sees revenue increase by 1.8% and adjusted earnings-per-share decline by 0.7%; cash flow from operations increases 24%, causing shares to rise premarket

• International Business Machines (IBM) beats earnings but significantly misses on revenue; shares fall premarket

• Kinder Morgan (KMI) meets earnings expectations and reaffirms its guidance for EBITDA and distributable cash flow

• Union Pacific (UNP) misses both earnings and revenu expectations as core pricing gains were more than offset by lower volumes, decrease fuel surchage revenue, and negative freight mix

• Genuine Parts Company (GPC) beats earnings expectations on weaker-than-anticipated revenue; reduces sales growth guidance to 3.5% (from 4.5%-5.5% previously) and adjusted EPS guidance to $5.60-$5.68 from $5.65-$5.75 previously

[ruindog]

• American Express (AXP) beats both earnings and revenue expectations as sales grow 8% and adjusted earnings-per-share grow 11%; results driven by strong performance in the consumer segment

• The Coca-Cola Company (KO) reports remarkable 5% comparable sales growth (compared with 4.1% consensus estimates) while meeting earnings estimates; shares rise modestly premarket

• Bank OZK (OZK) falls slightly in premarket trading as earnings-per-share of $0.81 slightly misses the consensus analyst estimate of $0.82; tangible book value rises by 2.7% in the quarter

Top Losers:
Boeing -5.96%
Johnson & Johnson -5.68%
Mastercard -1.76%

[ruindog]

• Certain opioid defendants - including Cardinal Health (CAH) - reach settlement to avoid a trial that was scheduled to begin in Cleveland today

• Kansas City Southern (KSU) reports a better-than-expected third quarter profit driven by an increase in refined fuel shipments to Mexico and ongoing cost cuts; sees revenue increase 7% and adjusted diluted earnings-per-share growth of 24%

Top Losers:
Boeing -3.46%
Cardinal Health -2.99%
Ross Stores -2.88%

[ruindog]

• Procter & Gamble (PG) reports excellent 7% organic sales growth along with 22% adjusted earnings-per-share growth; increases fiscal 2020 financial guidance

• McDonald’s (MCD) stock drops after a disappointing earnings miss; sales increased 1%, comparable store sales increase 5.9%, and constant-currencies earnings-per-share increased 2% in the quarter

• Kimberly-Clark (KMB) beats earnings expectations as total sales increase 1%, organic sales increase 4%, and adjusted earnings-per-share increase 7.6%

• Sherwin-Williams (SHW) reports same-store sales growth of 8.1%, total sales growth of 2.9%, and adjusted EPS growth of 17.7%; updates financial guidance

• Lockheed Martin (LMT) beats earnings expectations as net sales and adjusted EPS both increase 6%; updates financial guidance

• NextEra Energy (NEE) beats earnings expectations as adjusted EPS increases 10.1% and regulatory capital employed grows 8%

• United Technologes (UTX) reports 15% adjusted EPS growth in the third quarter; raises financial guidance

• United Parcel Service (UPS) beats earnings expectations as sales grow 5% and adjusted EPS increase 13.7%; reaffirms financial guidance

Top Winners:
Biogen (29.48%)
Sherwin-Williams (4.18%)
Brystol-Myers Squibb (3.97%)
Procter & Gamble (3.49%)

Top Losers:
The Travelers Company (-7.02%)
Kimberly Clark (-5.68%)
McDonalds (-4.05%)
Merck (-3.54%)

[ruindog]

• Boeing (BA) significantly misses earnings expectations as revenue falls 21% and adjusted earnings-per-share fall 59%; sticks to 737 MAX return schedule, causing shares to rise premarket

• Waste Management (WM) reported adjusted earnings-per-share growth of 3.5% and sales growth of 4.0%; reaffirms financial guidance

• General Dynamics (GD) reports revenue growth of 7.3% and diluted earnings-per-share growth of 8.7% in the third quarter

• Pentair (PNR) reports flat Q3 sales and 7.4% earnings-per-share growth

• Caterpillar (CAT) reports revenue growth of -6% and earnings-per-share growth of -8% in the third quarter; stock falls 5% after slashing profit forecasts

• Texas Instruments (TXN) slided 9% premarket after revenue and earnings both missed expectations; sales dropped 11% year-on-year, earnings-per-share fell by 6%, and the company provided downside financial guidance for Q4

Top Winners:
Pentair (5.79%)
Kimberly Clark (3.21%)
Franklin Resources (2.71%)

Top Losers:
Texas Instruments (-7.73%)
Nike (-3.03%)
Broadcom (-2.68%)

[ruindog]

• W.W. Grainger (GWW) reports that sales increased 5% and adjusted EPS increased 2% in the third quarter

• Microsoft (MSFT) beats both revenue and earnings expectations as revenue increases 14% and diluted earnings-per-share increase 21%

• 3M Company (MMM) falls premarket after reporting better-than-expected third quarter earnings but missing revenue expectations and cutting full-year financial guidance

• Norfolk Southern (NSC) reports record operating ratio in the third quarter as operating revenue decreased by 3.6% and diluted earnings-per-share decreased by 1.2%

• Southwest Airlines (LUV) reports 1.1% revenue growth and 13.9% EPS growth in the third quarter

• Comcast (CMCSA) beats both earnings and revenue estimates as sales grow 21.2% and EPS increases 16.2%

• Kimco Realty (KIM) reports flat adjusted FFO in Q3; narrows guidance for 2019 adjusted funds from operations per unit

• American Airlines (AAL) reports weaker-than-expected revenues but beats on earnings-per-share; management points to Boeing’s (BA) 737 MAX grounding as a source of operational challenges in the quarter

• Roper Technologies (ROP) beats earnings estimates but revenue comes in weaker than expected; stock falls premarket after downside financial guidance for the fourth quarter

• United Bankshares (UBSI) beats on both earnings and revenue as Q3 EPS increases 4.8% and YTD EPS increases 5.5%

Top Winners:
T Rowe Price Group (4.42%)
Raytheon (4.19%)
Biogen (2.47%)

Top Losers:
3M (-3.54%)
Stanley Black & Decker (-3.87%)
AT&T (-2.90%)

[ruindog]

• Visa (V) reports a blockbuster quarter with revenue up 13% and adjusted EPS up 21%; boosts dividend by 20%

• Verizon Communications (VZ) beats earnings expectations as revenue increases 1.4% and adjusted EPS increased 2.5%

• Aflac (AFL) exceeds consensus estimates as revenue drops but adjusted earnings-per-share increase 12.6%; raises adjusted EPS guidance for fiscal 2019

• Intel (INTC) rises 8% after-hours after beating analyst expectations and reporting upside guidance for Q4; quarterly revenue was flat year-on-year while adjusted EPS increased 1%

• Cincinnati Financial (CINF) significantly beats earnings expectations as non-GAAP operating income increases by 31% over the same period a year ago

• Alaska Air (ALK) beats earnings expectations as adjusted earnings-per-share increase 38% and revenue increases by 8%

• V.F. Corporation (VFC) slightly misses earnings expectations as revenue increases 5% year-on-year (7% in constant currencies) and adjusted EPS increases 6% (8% constant-currency); hikes dividend by 12%

• Anheuser Busch Inbev (BUD) falls in European trading after reporting declining quarterly profits despite 5.9% year-on-year revenue growth; earnings drop attributable to negative foreign exchange translations

Top Winners:
Intel (8.08%)
Illinois Tool Works (7.00%)
Caterpillar (4.47%)

Top Losers:
Anheuser Busch Inbev (-10.59%)
Ventas (-9.19%)
VF Corp (-6.66%)

[ruindog]

• AT&T (T) beats earnings expectations as the company delivers on each component of its Q3 guidance; adjusted earnings-per-share increased 4.4% and revenuves fall 2.4%. AT&T (T) also provides new 3-year financial guidance and capital allocation plan that includes adjusted EPS growth to $4.50 to $4.80 by 2022, 1%-2% revenue CAGR, and 50%-70% of free cash flow post-dividend for retiring ~70% of the shares issued for the Time Warner deal

• Walgreens Boots Alliance (WBA) exceeds both earnings and revenue estimates as Q4 sales increased 1.5% and adjusted EPS decreased 2.9%; for the full year, sales increased by 4.1% and adjusted EPS increased by 0.5%

• Restaurant Brands International (QSR) significantly beats earnings expectatiosn as global system-wide sales increased by 8.9%, comparable store sales increased by 4.7%, and adjusted diluted earnings-per-share increase 14.3%

• Enterprise Products Partners (EPD) misses revenue and earnings expectations as distributable cash flow increases by 4.7% in the third quarter

• Franklin Resources (BEN) misses both earnings and revenue expectations as Q4 results marred by market voaltility and continued outflows

• Illinois Tool Works (ITW) beats earnings expectaiosn but misses on revenue as adjusted EPS increases 10.0%, revenue decreases 3.7%, and free cash flow increases 12% in the third quarter

Top Winners:
AT&T (4.88%)
Qualcomm (2.99%)
T Rowe Price (2.38%)

Top Losers:
Ventas (-2.23%)
Colgate-Palmolive (-1.86%)
Illinois Tool Works (-1.83%)

[ruindog]

• Mastercard (MA) significantly beats earnings and revenue expectations as acquisitions and cross-border volume drive 16% revenue growth and 23% growth in adjusted diluted earnings-per-share

• Ingersoll-Rand (IR) reports 14% growth in adjusted EPS as Climate revenue increases 7% and Indutrial revenue increases 10$ in the third quarter

• General Motors (GM) beats both revenue and earnings estimates as net revenue declines 0.9% and adjusted diluted EPS declines 8.0%

• Kellogg (K) beats both revenue and earnings estimates as net sales decline 3% (primarily due to a divestiture), organic net sales increased 2%, and adjusted diluted earnings-per-share declined by 2.8%

• Cummins (CMI) falls in premarket trading after cutting guidance again; earnings-per-share declined by 5.4% year-on-year during the third quarter

• S&P Global (SPGI) reports 9% revenue growth and BLANK growth in EPS; raises fiscal 2019 financial guidance

• A.O. Smith (AOS) misses revenue estimates but meets earnings expectations as revenue falls by 3.4% and earnings-per-share drop 13%

• Fresenius Medical (FMS) reports 8.9% revenue growth and 8.0% growth in adjusted earnings-per-share; reiterates 2019 financial guidance and introduces 2020 financial guidance

• Pfizer (PFE) beats both earnings and revenue expectations as revenue falls by 9.0% and adjusted earnings-per-share fall by 2%

• Merck (MRK) significantly beats earnings and revenue expectations as revenue increases by 14.9% and adusted earnigns-per-share increase by 27%

• Xerox (XRX) reports a 5.3% revenue decline and 27% growth in adjusted earnings-per-share; raises 2019 financial guidance

• Eaton (ETN) misses revenue expectations but beats on earnings; adjusted EPS increases by 6% while revenue declined by 1.8%

• Ecolab (ECL) misses both earnings and revenue expectations as net sales increase 2% and adjusted diluted EPS increases 12%

Top Winners:
Leggett & Platt (11.50%)
Merck (4.05%)
Becton, Dickinson and Co. (3.85%)
Kelloggs (3.52%)
Welltower (3.02%)

Top Losers:
A.O. Smith (-4.07%)
VF Corp (-2.25%)
Alphabet Class C (-2.22%)

[Jaquemate]

@miguel_angel_sanz

Una cifra que yo manejo para vender o no un valor es la division de la revalorizacion que llevas por el dividendo anual. Segun el tipo dwe empresa que sea valoro una cifra u otra pero en el caso de SBUX con un 100% de revalorizacion y el dividendo que paga, la revalorizacion te puede suponer tranquilamente 30 años de dividendos tranquilamente, no lo he calculado.

Gracias, @miguel_angel_sanz. Un argumento así es un consejo de sabio.

[ruindog]

• General Electric (GE) beats both revenue and earnings expectations as total revenues come in flat year-on-year while adjusted EPS increases 36%

• Chubb (CB) beats earnings expectations as net premiums earned increases 5.2% year-on-year while earnings-per-share declined by 9.8%

• Automatic Data Processing (ADP) beats earnings expectations as revenues increase 6% and adjusted diluted earnings-per-share increase 12%

• Moody’s Corporation (MCO) beats revenue and earnings expectations as sales increase 15% and adjusted diluted earnings-per-share increase 27%

• McKesson (MCK) beats both earnings and revenue expectations as total revenues grow 9% and diluted earnings-per-share come in flat year-on-year

• Stryker (SYK) meets consensus analysts with 10.6% net sales growth and 13.0% growth in adjusted diluted EPS

• Mondelez International (MDLZ) beats earnings and revenue expectations as revenue increases 1.1% and adjusted diluted EPS increases 10%; increases financial guidance

• Amgen (AMGN) beats both earnings and revenue expectations as total revenues dropps 3% while adjusted diluted earnings-per-share fell 1%

Top Winners:
Chubb (3.23%)
Southern Co. (2.81%)
Johnson & Johnson (2.83%)

Top Losers:
Digital Realty Trust (-2.84%)
Cardinal Health (-2.89%)
Stryker (-2.52%)

[Juan_Nadie]

Me encanta el top winners/losers. Lo hace más fácil para los que no sabemos

No he entendido el -2,52% de Stryker. Por intentar aprender algo me puse a leer el informe, pero no veo de dónde se obtiene ese valor. Le dedicaré otro rato a ver si lo logro.

[ruindog]

Para esto lo mejor es irse a Seeking Alpha aunque no siempre se le encuentra la lógica

“Shares down 3% after hours on profit-taking after yesterday’s 3% jump”

Stryker beats Q3 views, raises lower end of EPS guidance (NYSE:SYK)

[ruindog]

• Altria (MO) beats both earnings and revenue expectations as sales increase 1.0% and earnings increase 4.9%; reaffirms 2019 financial guidance and announces a new 5%-8% EPS CAGR goal for 2020-2022

• Altria (MO) also announcd in its third quarter earnings release that it plans to write down its investment in Juul Labs by $4.5 billion

• Apple (APPL) beats both earnings and revenue expectations as sales increase 2% and diluted EPS increase 4%

• Starbucks (SBUX) beats revenue expectations thanks to strong comparable store sales growth; adjusted EPS increased 13% year-on-year while also announcing a 14% increase to its quarterly dividend payment

• Clorox (CLX) reports a 4% decline in sales and a 2% decline in diluted earnings-per-share in the first quarter of fiscal 2020

• Kraft-Heinz (KHC) rises sharply in premarket trading as EBITDA and earnings come in meaningfully higher than expected; net sales fall 4.8% while adjusted EPS fall 9.2% in the quarter

• Church & Dwight (CHD) beats earnings expectations as organic sales increase 3.3% domestically and 8.7% internationally while adjusted EPS increases 13.8% year-on-year

• Archer-Daniels-Midland (ADM) beats both earnings and revenue expectations as adjusted EPS fall 16.3% while sales increase 5.9%

• Hanesbrands (HBI) meets earnings expectations and beats on revenue as sales increased 1% and adjusted diluted EPS increased 4%; raises financial guidance for the remainder of the year

• Parker-Hannifin (PH) beats earnings estimates and matches revenue expectations as sales fall 4.3% and earnings fall 2.8% in the first quarter

• National Retail Properties (NNN) beats on both revenue and earnings expectations as adjusted funds from operations per share increase 4.4% year-on-year

• Thomson Reuters (TRI) reports a strong quarter as revenue increases 10% year-on-year while operating profit increases 51%

• Iron Mountain (IRM) drops in premarket trading after missing revenue estimates and lowering its financial outlook

• Federal Realty (FRT) beats revenue and earnings estimates as adjusted FFO per share increase 0.6% year-on-year

• Magellan Midstream Partners (MMP) matches earnings estimates as distributable cash flow increases 8.9% year-on-year

Top Winners:
Kraft Heinz (13.44%)
Archer Daniels Midland (3.73%)
Apple (2.26%)

Top Losers:
Federal Realty Investment Trust (-3.65%)
Magellan Midstream Partners (-2.81%)
Altria (-2.55%)

[ruindog]

• AbbVie (ABBV) beats both earnings and revenue expectations as revenues increase 3.0% year-on-year while adjusted earnings-per-share grow 8.9%; raises 2019 financial guidance

• Newell Brands (NWL) beats estimates for both revenue and earnings-per-share while also raising guidance and announcing the termination of its divestiture program

• Chevron (CVX) misses both revenue and earnings expectations as quarterly earnings fall 36% and YTD earnings falls 14%

• Exxon Mobil (XOM) beats earnings estimates but misses on revenue as earnings fall 49% year-on-year

• Colgate-Palmolive (CL) misses earnings and revenue estimates; stock falls in response to disappointing margins

• Imperial Oil (IMO) beats earnings expectations but misses on revenue as net income falls 43% year-on-year

• W.P. Carey (WPC) beats FFO expectations but misses on revenue; trims guidance for funds from operations per share for fiscal 2019

• Dominion Energy (D) beats on earnings but misses on revenue as adjusted earnings-per-share increase 2.6% year-on-year

Top Winners:
Caterpillar (4.90%)
Walgreens Boot Alliance (4.75%)
Union Pacific (4.42%)

Top Losers:
WP Carey (-3.48%)
Colgate Palmolive (-2.61%)
National Retail Properties (-2.05%)

[ruindog]

• Sysco (SYY) beats earnings estimates but misses revenue expectations as sales increase 0.6% and adjusted earnings-per-share increase 8.9% in the first quarter of fiscal 2020

• Lancaster Colony (LANC) beats on both revenue and earnings expectations as consolidated net sales increase 6.4% and diluted earnings-per-share increase 4.2%

Top Winners:
Chevron (4.68%)
Walgreens Boots Alliance (4.40%)
Exxon Mobil (2.74%)

Top Losers:
Stryker (-4.11%)
Welltower (-3.03%)
McDonalds (-2.73%)